IShares Global Ten Year Return vs. Three Year Return
| JXI Etf | USD 69.15 0.14 0.20% |
For IShares Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of IShares Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well iShares Global Utilities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between IShares Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of iShares Global Utilities over time as well as its relative position and ranking within its peers.
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The market value of iShares Global Utilities is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Global's value that differs from its market value or its book value, called intrinsic value, which is IShares Global's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Global's market value can be influenced by many factors that don't directly affect IShares Global's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
iShares Global Utilities Three Year Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining IShares Global's current stock value. Our valuation model uses many indicators to compare IShares Global value to that of its competitors to determine the firm's financial worth. iShares Global Utilities is considered the top ETF in ten year return as compared to similar ETFs. It also is considered the top ETF in three year return as compared to similar ETFs reporting about 1.04 of Three Year Return per Ten Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the IShares Global's earnings, one of the primary drivers of an investment's value.IShares Three Year Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
IShares Global |
| = | 6.90 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
IShares Global |
| = | 7.20 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
IShares Three Year Return Comparison
IShares Global is currently under evaluation in three year return as compared to similar ETFs.
IShares Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in IShares Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, IShares Global will eventually generate negative long term returns. The profitability progress is the general direction of IShares Global's change in net profit over the period of time. It can combine multiple indicators of IShares Global, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund generally will invest at least 80 percent of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Global Utilities is traded on NYSEARCA Exchange in the United States.
IShares Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on IShares Global. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of IShares Global position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the IShares Global's important profitability drivers and their relationship over time.
Use IShares Global in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares Global position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares Global will appreciate offsetting losses from the drop in the long position's value.IShares Global Pair Trading
iShares Global Utilities Pair Trading Analysis
The ability to find closely correlated positions to IShares Global could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares Global when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares Global - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares Global Utilities to buy it.
The correlation of IShares Global is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares Global Utilities moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares Global can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your IShares Global position
In addition to having IShares Global in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Emerging Markets Funds Thematic Idea Now
Emerging Markets Funds
Fund or Etfs that invest in markets of developing countries. The Emerging Markets Funds theme has 43 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Emerging Markets Funds Theme or any other thematic opportunities.
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Check out Risk vs Return Analysis. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
To fully project IShares Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of iShares Global Utilities at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include IShares Global's income statement, its balance sheet, and the statement of cash flows.